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How do I share documents with my professional?

You can send your files attached to a message or directly in your Files tab. 📨

First go to your collaboration dashboard by clicking "Manage" from the “Requests” tab.

In the "Messages" tab, you can send documents through our messaging system as attachments, or via the Dropbox and Box integrations. Your professional can share files back and forth with you from here.

File attachment conversation

Each collaboration also has a dedicated "Files" tab, available from the sidebar. You can use it to see all the files you've sent and received, as well as send documents directly from there.

Updated on: 03/17/2022

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